A detailed history of Napa Wealth Management transactions in W. P. Carey Inc. stock. As of the latest transaction made, Napa Wealth Management holds 4,716 shares of WPC stock, worth $269,283. This represents 0.14% of its overall portfolio holdings.

Number of Shares
4,716
Previous 3,938 19.76%
Holding current value
$269,283
Previous $217 Million 35.53%
% of portfolio
0.14%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

BUY
$54.63 - $63.96 $42,502 - $49,760
778 Added 19.76%
4,716 $294 Million
Q2 2024

Aug 14, 2024

SELL
$53.32 - $60.11 $4,478 - $5,049
-84 Reduced 2.09%
3,938 $217 Million
Q4 2023

Feb 22, 2024

BUY
$52.21 - $65.68 $209,988 - $264,164
4,022 New
4,022 $261 Million

Others Institutions Holding WPC

About W. P. Carey Inc.


  • Ticker WPC
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Diversified
  • Shares Outstandng 206,708,992
  • Market Cap $11.8B
  • Description
  • W. P. Carey ranks among the largest net lease REITs with an enterprise value of approximately $18 billion and a diversified portfolio of operationally-critical commercial real estate that includes 1,215 net lease properties covering approximately 142 million square feet as of September 30, 2020. For nearly five decades, the company has invested ...
More about WPC
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